First Citizens Bank & Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

First Citizens Bank & Trust’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,467	Closed	-$201K	–	741
2026 Q2	$201K	Buy	+1,467	New	+$189K	﹤0.01%	641
2023 Q3	–	Sell	-2,949	Closed	-$280K	–	354
2023 Q2	$280K	Buy	+2,949	New	+$270K	0.01%	301
2022 Q3	–	Sell	-2,988	Closed	-$266K	–	349
2022 Q2	$266K	Buy	2,988 +850	+40%	+$81.5K	0.01%	307
2022 Q1	$219K	Sell	2,138 -152	-7%	-$15.5K	0.01%	392
2021 Q4	$239K	Sell	2,290 -43	-2%	-$4.51K	0.01%	366
2021 Q3	$235K	Buy	2,333 +171	+8%	+$17.3K	0.01%	366
2021 Q2	$228K	Sell	2,162 -160	-7%	-$16.7K	0.01%	369
2021 Q1	$234K	Buy	+2,322	New	+$220K	0.01%	351

Other funds holding IJS

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Citizens Bank & Trust's IJS Position: Q3 2026 in Review

First Citizens Bank & Trust sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026, closing a stake of 1,467 shares — an estimated $201K sold.

First Citizens Bank & Trust first reported a position in IJS in Q1 2021 and held it in 8 quarters. The position peaked at $280K in Q2 2023. 394 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

First Citizens Bank & Trust reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2026 after selling out during the quarter.
First Citizens Bank & Trust sold 1,467 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $201K.
First Citizens Bank & Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2021 and held it in 8 quarters.
First Citizens Bank & Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $280K in Q2 2023.
394 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.